LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$1.31M
3 +$1.08M
4
WDAY icon
Workday
WDAY
+$776K
5
LNKD
LinkedIn Corporation
LNKD
+$733K

Sector Composition

1 Financials 17.32%
2 Healthcare 15.66%
3 Technology 15.58%
4 Communication Services 8.84%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$440K 0.1%
3,439
-399
252
$439K 0.1%
33,318
+336
253
$438K 0.1%
13,396
+1,402
254
$435K 0.1%
7,661
+135
255
$434K 0.1%
13,430
+1,819
256
$434K 0.1%
6,079
+115
257
$434K 0.1%
2,871
-327
258
$433K 0.1%
22,457
+10
259
$430K 0.1%
18,382
+520
260
$428K 0.09%
11,400
+1,472
261
$427K 0.09%
11,457
+235
262
$427K 0.09%
30,195
+900
263
$426K 0.09%
7,104
-710
264
$425K 0.09%
15,238
-3,629
265
$425K 0.09%
5,362
+838
266
$424K 0.09%
75,979
-2,746
267
$422K 0.09%
7,394
+650
268
$422K 0.09%
+8,204
269
$418K 0.09%
25,212
+384
270
$417K 0.09%
10,637
+377
271
$416K 0.09%
40,269
-7,756
272
$414K 0.09%
7,009
-2
273
$409K 0.09%
101,308
+6,636
274
$409K 0.09%
4,199
+99
275
$409K 0.09%
6,880
-155